Workiva by Maxmel Tech

workiva is an ai powered platform for finance, risk, and sustainability management, offering solutions like financial reporting and carbon accounting integrating with make com enables automated workflows, streamlining data driven processes and reporting for finance and compliance teams limited documentation we currently can't provide complete documentation for workiva because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from workiva and public sources to create detailed guides about workiva workiva is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=workiva\&app slug=workiva community\&app unique id=workiva e9t4ek app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/workiva community/ click the install button follow the on screen instructions to complete the setup workiva modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} create record edits creates and saves new changes to a specific record create a file creates a brand new file for you to use or store your data create a group creates a brand new group within your selected workspace, helping you organize your team or projects more efficiently create a record adds a new entry to your chosen database or service, saving the information you provide create a section adds a new section to your document, helping you organize your content more effectively create a task creates a brand new task for you to manage and track your work create an organization user adds a new user to your organization delete a record deletes a specific record from your database delete a section deletes a specific section from your document delete a task deletes a specific task from your list export a document starts the process of exporting a document, allowing you to save or share it in your preferred format get documents fetches and displays a list of your documents get files fetches and displays a list of files from your selected source get organization users fetches a complete list of all users within your organization get records gets a list of records from the service, allowing you to view multiple entries at once get sections fetches and displays all the sections within a specific document, helping you see how your document is organized get tasks fetches a list of all your tasks, so you can easily view and manage them get a document fetches a specific document from your collection get a file fetches a specific file from your account on the service get a record fetches one specific record from your database get a section gets detailed information about a specific section get a task fetches detailed information about a specific task from the service import a file starts the process of importing a file into your system make an api call sends a personalized api request to connect with your chosen service and retrieve or send specific data update a file updates specific parts of an existing file without replacing the whole file update a member in a group updates the details of a specific group member with the latest information you provide update a record updates the details of a specific record in your chosen service update a section updates specific fields within an existing section, allowing you to make partial changes without overwriting the entire section update a task updates specific details of an existing task without changing all of its information watch documents triggers whenever a new document becomes available, so you can take action as soon as it's added watch files this module notifies you whenever a file is added, changed, or removed watch tasks triggers whenever a new task is created or an existing task is updated, so you can stay on top of all task changes templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} workiva resources you can have access to more resources related to this app on the following links https //workiva com https //startintegrate com/apps/business erp/workiva e9t4ek https //www make com/en/hq/app invitation/dbe123c89e6a7665be798d792a7f9da9 https //www make com/en/integrations/workiva community help us improve this documentation have experience with workiva? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page contacting the developer to request public documentation https //f make com/r/reachout?app name=workiva\&app slug=workiva community\&app unique id=workiva e9t4ek sharing your knowledge in the https //community make com your feedback helps us create better documentation for everyone